Mezzasalma Advisors’s Enbridge ENB Stock Holding History

Mezzasalma Advisors’s Portfolio ENB Stock Details ENB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,579	Closed	-$976K	–	89
2023 Q1	$976K	Sell	25,579 -120	-0.5%	-$4.71K	0.69%	31
2022 Q4	$1M	Sell	25,699 -400	-2%	-$15.6K	0.88%	27
2022 Q3	$968K	Sell	26,099 -310	-1%	-$13.1K	0.77%	26
2022 Q2	$1.12M	Sell	26,409 -230	-0.9%	-$10.3K	0.94%	22
2022 Q1	$1.23M	Sell	26,639 -250	-0.9%	-$10.7K	0.77%	25
2021 Q4	$1.05M	Sell	26,889 -290	-1%	-$11.6K	0.56%	34
2021 Q3	$1.08M	Hold	27,179	–	–	0.61%	32
2021 Q2	$1.09M	Hold	27,179	–	–	0.6%	36
2021 Q1	$989K	Hold	27,179	–	–	0.63%	34
2020 Q4	$869K	Buy	+27,179	New	+$827K	0.56%	38

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Mezzasalma Advisors's ENB Position: Q2 2023 in Review

Mezzasalma Advisors sold out of Enbridge (ENB) in Q2 2023, closing a stake of 25,579 shares — an estimated $976K sold.

Mezzasalma Advisors first reported a position in ENB in Q4 2020 and held it in 10 quarters. The position peaked at $1.23M in Q1 2022. 1,197 funds tracked by Wall St. Rank hold ENB as of Q2 2023.

Mezzasalma Advisors reported no remaining Enbridge position as of Q2 2023 after selling out during the quarter.
Mezzasalma Advisors sold 25,579 Enbridge shares in Q2 2023, an estimated $976K.
Mezzasalma Advisors first reported a position in Enbridge in Q4 2020 and held it in 10 quarters.
Mezzasalma Advisors's Enbridge position peaked at $1.23M in Q1 2022.
1,197 funds tracked by Wall St. Rank held Enbridge as of Q2 2023.

Based on Mezzasalma Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.